Customize the invoice look

Table of Contents

Invoice customization, explained
Master the design
Add firm info
Display custom fields
Configure line item columns
Show/hide invoice description

You can completely white-label your invoices and ensure your clients see only what you want. In this article, you’ll learn how to customize PDF invoices.

Invoice customization, explained

The way you use TaxDome defines the appearance of your invoices. With TaxDome, you can define the color scheme of your invoices, select the layout, and decide which firm info you want displayed. You can also include any CRM data stored via custom fields and decide which line item information is displayed (description, rate, tax info, and so on). For your convenience, all settings related to PDF invoice customization are available on one single page available to firm owners and admins. Go to Settings > Billing from the sidebar menu and switch to the Invoices subtab.

While tuning up the invoice look, you may definitely want to test it. Click Preview at the top right of the page. This will show you a basic PDF invoice with placeholders.

Master the design

To change the invoice PDF design, go to Settings > Billing from the sidebar menu and switch to the Invoices subtab. Here, in the Design section, you can configure the following settings:

1. Layout: Layout defines how the invoice elements will be situated around each other.

2. Logo size: Adjust how big or small your firm logo appears in invoices. If you don’t have a firm logo yet, you can add one in settings .

3. Color: Select the accent color. It will affect the invoice title and the line item table header color. If you want to customize it and the suggested colors don’t fit, enter the desired color’s HEX code in the text input field. Go here to pick a color and find its HEX code.

Click Save after you’re done.

Add firm info

You can define which firm info you want to appear on invoices. Go to Settings > Billing from the sidebar menu and switch to the Invoices subtab. Turn the toggles on and off in the Firm info section to determine whether your address, website, email and phone number will appear on invoices.

Click Manage to access the firm info settings, check what you have set up and update it if needed.

Display custom fields

Go to Settings > Billing from the sidebar menu and switch to the Invoices subtab. In the Custom fields section, the list of all custom fields on your portal with toggles is shown. Turn the toggles on to include these custom field values in the client information section in invoices.

Only account custom fields are available.

Note

By default, all custom fields are disabled for PDF invoices.

Click Manage to access the custom field settings and manage the custom field list.

Configure line item columns

You may want to exclude particular line item columns from invoices. For example, if you don’t add tax rates to invoices, there is no sense in keeping this field in invoices. Go to Settings > Billing from the sidebar menu and switch to the Invoices subtab. Turn the toggles on and off in the Line item columns section to apply changes to invoices created afterward:

Service date: Displays the date when the specified services were provided. You can manually edit this field while creating an invoice, or it will automatically populate with the End field from the time entry if the invoice is created from WIP or a time entry . If generated via the Create invoice automation, the service date will populate with the the automation trigger date.
Description: Adds a description of the line item.
Tax: Includes tax rates to line items.
Rate & Qty: Displays the line item tariff/rate and quantity .

Show/hide invoice description

Additionally, you may want to include or exclude the invoice description in PDFs. To control if the invoice description appears in PDFs, go to Settings > Billing from the sidebar menu and switch to the General subtab. Turn the Include invoice description in PDFs toggle on or off in the Preferences section. Then, click Save.